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1,149 hedge funds and large institutions have $96B invested in Visa in 2014 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 448 increasing their positions, 481 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 108117 (+9)

2.01% more ownership

Funds ownership: 362.22%364.23% (+2%)

1% more capital invested

Capital invested by funds: $95.2B → $96B (+$793M)

1% less funds holding

Funds holding: 1,1601,149 (-11)

2% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 60

7% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 481

31% less call options, than puts

Call options by funds: $776M | Put options by funds: $1.12B

Holders
1,149
Holders Change
-11
Holders Change %
-0.95%
% of All Funds
33.32%
Holding in Top 10
117
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.33%
% of All Funds
3.39%
New
59
Increased
448
Reduced
481
Closed
60
Calls
$776M
Puts
$1.12B
Net Calls
-$345M
Net Calls Change
-$96M
Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
826
First Commonwealth Financial Corp
Pennsylvania
$1.08M +$10.1K +188 +0.9%
GCM
827
Glynn Capital Management
California
$1.07M
PSC
828
Piper Sandler & Co
Minnesota
$1.07M +$1.07M +20,000 New
CTC
829
Central Trust Company
Missouri
$1.05M -$70.1K -1,304 -6%
AI
830
Atria Investments
North Carolina
$1.05M +$12.5K +232 +1%
FB
831
Fulton Bank
Pennsylvania
$1.05M +$4.51K +84 +0.4%
MCC
832
Mid Continent Capital
Illinois
$1.05M +$107K +2,000 +11%
FCB
833
First Citizens Bancorporation
South Carolina
$1.03M -$3.23K -60 -0.3%
FBT
834
First Bankers Trust
Kentucky
$1.02M
LMAM
835
Legg Mason Asset Management
Japan
$1M -$107K -2,000 -10%
BFO
836
Boston Family Office
Massachusetts
$993K +$12.9K +240 +1%
EWM
837
Endurance Wealth Management
Rhode Island
$987K +$34K +632 +4%
BVDMP
838
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$982K
RBC
839
Ronald Blue & Co
Georgia
$982K +$28.4K +528 +3%
ICRM
840
Insight Capital Research & Management
California
$978K +$7.09K +132 +0.7%
FT
841
Fiduciary Trust
Massachusetts
$960K -$21.5K -400 -2%
BEC
842
Blue Edge Capital
Virginia
$959K -$32.2K -600 -3%
BRWA
843
B. Riley Wealth Advisors
Florida
$955K -$1.01M -18,872 -51%
OA
844
OFI Advisors
Pennsylvania
$951K +$4.73K +88 +0.5%
SCM
845
Siphron Capital Management
California
$941K -$10.7K -200 -1%
TCM
846
Telos Capital Management
California
$940K +$22.8K +424 +2%
SH
847
Scepter Holdings
Texas
$939K +$946K +17,600 New
WF
848
WealthTrust Fairport
Ohio
$938K
TSWM
849
Triangle Securities Wealth Management
North Carolina
$933K
CCM
850
Covington Capital Management
California
$932K +$468K +8,700 +99%

V Hedge Fund Activity: Q3 2014 in Review

1,149 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Visa (V) for Q3 2014, worth a combined $96B — up 0.83% from $95.2B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of V and 59 opened new positions — a net loss of 1 holder — while 481 trimmed existing stakes and 448 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $700M. The largest seller was Norges Bank, cutting an estimated $816M.

  • 1,149 institutional investors held Visa (V) as of Q3 2014, down from 1,160 in Q2 2014.
  • Funds reported $96B of Visa stock for Q3 2014, up 0.83% quarter-over-quarter.
  • 59 funds opened new Visa positions in Q3 2014 and 60 closed out, a net change of -1 holder.
  • The largest Visa buyer in Q3 2014 was T. Rowe Price Associates, an estimated $700M added.
  • The largest Visa seller in Q3 2014 was Norges Bank, an estimated $816M sold.

Based on aggregated 13F filings for Q3 2014.